Maria Brisbane, CFA

Awarded 2021, 2022, 2023: Barron's Top 100 Women Financial Advisors

Source: Barron's.com (June 2021, 2022, 2023) 2021, 2022, 2023 Barron's Top 100 Women Financial Advisors ranking awarded in 2021, 2022, 2023. This ranking was determined based on an evaluation process conducted by Barron's during the period from Mar 2020 - Mar 2023

Awarded 2022, 2023, 2024 Barron's Top 1,200 Financial Advisors: State-by-State (formerly referred to as Barron's Top 1,000 Financial Advisors: State-by-State)

Source: Barron's.com (March 2012-2022) 2012-2022 Barron's Top 1,200 Financial Advisors: State-by-State ranking awarded in 2012-2022. This ranking was determined based on an evaluation process conducted by Barron's during the period from Sept 2011 - Sept 2021

Source: Forbes.com (April 2024) 2024 Forbes Best-In- State Wealth Advisors rankings awarded in 2024. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) during the period from 6/30/22 - 6/30/23.

Source: Forbes.com (February 2024) 2024 Forbes America's Top Women Wealth Advisors & Top Women Wealth Advisors Best-In- State rankings awarded in 2024. This ranking was determined based on an evaluation process conducted by SHOOK Research LLC (the research company) in partnership with Forbes (the publisher) for the period from 9/30/22-9/30/23

The U.S. Legacy Income Trusts (Trusts) are next-generation charitable planned giving instruments established by the U.S. Charitable Gift Trust^® (Gift Trust), a tax-exempt public charity offering donor-advised funds.

A SLAT is a form of irrevocable trust that cannot be amended or terminated except under limited circumstances. View the presentation below to learn more about SLATs.

The gift and estate tax exemption amount is $13.99 million in 2025. Many clients wish to use the exemption but are concerned with maintaining control of the funds and maintaining access should they need it.

The concentrated position toolkit assists in curating and navigating an expansive suite of specialized resources to address concentrated positions.

Your Compensation Package may Include an Equity Plan. Learn more about various equity compensation forms below.

Learn how executives can define a strategy that efficiently navigates the complexities of equity awards to achieve their personal financial goals.

As your family grows and your wealth increases, you may face more subtle and profound wealth management issues. As the demands of your family grow and evolve, you will likely need professionals who have expanded capabilities.

Philanthropy Management supports individuals, families, corporate and private foundations, and nonprofit organizations by offering a suite of services to help define and realize clients' charitable missions. View the link below to learn more about Philanthropy Management.

For many UHNW clients, the most difficult wealth planning challenge they face relates not to their financial capital, but to their human capital. Family Governance Services is a comprehensive offering designed to support each family's unique challenges.

Our experienced professionals are available to discuss various tax, trust and estate strategies with you and your advisors, help facilitate the implementation of those strategies, and focus on the integration of your investment plans.

While many individuals and families have a deep commitment to philanthropy, charitable giving is not limited to those with significant wealth. Donor advised funds (DAFs) are among the easiest and most tax-advantaged ways to give to charity for donors across the spectrum of wealth.

Our trustee platform is "open architecture," meaning that we provide you with access and ability to select an appropriate third-party corporate trustee for your trust account. Trust Specialists, within Morgan Stanley, analyze client trust documents and situations and then suggest a fiduciary solution for your needs and goals.

Morgan Stanley's Executive Financial Services team ("EFS") is a dedicated team that specializes in helping key corporate insiders effectively navigate the complex landscape of insider trading and reporting requirements.

Equity is more than shares. It's a commitment to your employees. That's why we design equity compensation solutions that can grow alongside your business and people at any stage. With tailored solutions, modern technology, hands-on guidance and dedicated service, we help you effectively administer equity while managing risk and compliance on a global scale.